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  • Cash Flow Analysis

    This Cash Flow Analysis form will help you weigh your income vs. your expenses.

  • Estate Taxes

    Use this calculator to estimate the federal estate taxes that could be due on your estate after you die.

  • Federal Income Tax

    This calculator can help you estimate your annual federal income tax liability.

  • Home Affordability

    Estimate of the maximum amount of financing you can expect to get when you begin house hunting.

  • Life Expectancy

    Knowing your likely life expectancy is an important factor in making long-term financial plans.

  • Lifetime Earnings

    This calculator is designed to help you attach a dollar figure to your life’s work.

  • Loan Payoff

    How much will it cost to pay off a loan over its lifetime?

  • Long-Term Care Self Insurance

    Will you be able to afford nursing home care?

  • Mortgage Acceleration

    This calculator can help you determine how soon you can pay off your mortgage.

  • Mortgage Refinancing

    Determine whether you should consider refinancing your mortgage.

  • Personal Inflation Rate

    Is your personal inflation rate higher or lower than the CPI?

  • Savings Accumulation

    Estimate the future value of your current savings.

  • Savings Goals

    How much do you need to save each year to meet your long-term financial goals?

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Research Articles

  • Assessing Disability Income Insurance

    Knowing the basics of a disability income insurance policy is a good first step toward protecting your family.

  • Avoiding Probate

    The probate process can be lengthy and complex. There are strategies you can use to help avoid the probate process.

  • Cash Management Basics

    A sound cash management program uses a disciplined approach: accounting, analysis, allocation, and adjustment.

  • Charitable Giving

    To retain the tax advantages associated with charitable giving, your gift must be made to a qualified organization.

  • Charitable Lead Trusts

    Charitable lead trusts are designed for people who would like to benefit a charity now rather than later.

  • Charitable Remainder Trusts

    A designated income beneficiary could receive payment of a specified amount from a charitable remainder trust.

  • Doubling Your Money

    Before making investment decisions, it is helpful to determine the real rate of return on the investment.

  • Estate Planning

    Wills and trusts allow you to spell out how you would like your property distributed, but they also go beyond that.

  • History of the Federal Estate Tax

    Careful estate planning is still one of the most important ways to manage and protect your assets for your heirs.

  • Living Trusts

    A living trust can help control the distribution of your estate upon death.

  • Long-Term Care Costs

    The odds of needing long-term care increase as you age. Prior planning can help protect you from financial ruin.

  • Long-Term-Care Needs

    If you were to suffer an illness or disability that required long-term nursing care, would you be covered?

  • Paying Estate Taxes

    If you believe your estate will be subject to estate taxes, consider how your heirs will pay the bill.

  • Property Ownership

    Sole ownership, joint tenancy, tenancy in common, and community property have special benefits for property owners.

  • Savings Alternatives

    There are a number of savings alternatives that could help you earn a reasonable rate of return.

  • Tax Deferral

    There can be a substantial benefit to deferring taxes as long as possible.

  • Wealth Replacement Trusts

    A wealth replacement trust could be used to gift appreciated assets to a charity as well as provide for heirs.

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